Tax Senior, Alternative Investments

Job Summary

This role in our Alternative Investments practice assists in providing tax

compliance & consulting services to our Venture Capital, Private Equity, Hedge

Fund, and Real Estate clients.

Job Duties

Tax Compliance

• Ensures both that (a) clients comply with all applicable authorities, while

at the same time minimizing their tax and reporting burdens, and (b) self and

client service teams comply with all Firm policies, standards, and the BDO

Tax Quality Manual (“TQM”).

• Applies understanding of client’s unique set of circumstances, documentation,

and/or other requirements mandated by law and prepares required filings (tax

returns) using a system of review and documentation to ensure that the client

is in full compliance, while keeping the client’s tax and reporting burden’s

as low as possible;

• Ensures all data needed to comply with filing requirements are collected;

identifies and properly communicates missing items to prepare return;

• Utilizes Firm compliance software to maximize efficiency in tax prep process
• Effectively collaborates with Manager and Associates on completion of project

(follow-up with Open items list);

• Delivers high quality federal, state, and international tax compliance

services

• Leads complex engagements with a team of tax professionals
• Manages the engagement, including billing, collections, and the budget for

projects

• Ensures/Documents client work and conclusions in the client tax file

Tax Consulting

• Assists with identifying, developing, recommending, and implementing

efficient and effective tax strategies

Supervisory Responsibilities

• Mentors teams of Associates

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required;

OR Bachelor's degree in other focus area AND CPA certification, required

• Master’s Degree in Accountancy or Taxation, preferred

Experience

• Two (2) or more years of tax experience, required
• Financial Services industry experience supporting Alternative Investment

funds including: Venture Capital, Private Equity, Real Estate, and Hedge

Funds, preferred

• Proficiency in the taxation of partnerships, preferred

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or

Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of

these designations), preferred

• Possession of other professional degrees or certifications applicable to

role, preferred

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and

Outlook), and Adobe Acrobat, preferred

• Experience with tax research databases, preferred
• Proficient in tax compliance process software, preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Solid verbal and written communication skills
• Able to follow instructions as directed by members of Tax Team
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to

compliance

Individual salaries that are offered to a candidate are determined after

consideration of numerous factors including but not limited to the candidate’s

qualifications, experience, skills, and geography.

California Range:  $84,000 - $110,000

Colorado Range:  $72,000 - $90,000

Illinois Range:  $80,000 - $93,000

Maryland Range:  $90,000 - $94,000

Massachusetts Range:  $90,000 - $100,000

Minnesota Range:  $75,000 - $84,000

New Jersey Range:  $82,000 - $112,000

NYC/Long Island/Westchester Range:  $100,000 - $110,000

Washington Range:  $80,000 - $95,000

Washington DC Range:  $93,000 - $98,000

At BDO, how we show up matters. We build strong relationships by supporting one

another, our clients, and our communities with care, curiosity, and a commitment

to helping one another grow and succeed. Here, you’ll find meaningful work,

leaders invested in your success, and opportunities to build a career around

what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and

achieve what matters most. Our values guide how we bring that purpose to life

each day. Together, they shape how we work with one another, serve our clients,

and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S.

and around the world. No matter your role, you’ll be part of a team helping

clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s

success through beneficial ownership and a unique opportunity to enhance their

financial well-being. As a qualified retirement plan, the ESOP is a meaningful

addition to our comprehensive compensation and Total Rewards benefits*

offerings. It also reinforces an ownership mindset that strengthens our

connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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